Mount Yale Investment Advisors’s LivePerson LPSN Stock Holding History

Mount Yale Investment Advisors’s Portfolio LPSN Stock Details LPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-239	Closed	-$212K	–	480
2021 Q3	$212K	Sell	239 -1	-0.4%	-$944	0.02%	436
2021 Q2	$228K	Buy	+240	New	+$202K	0.03%	383
2021 Q1	–	Sell	-302	Closed	-$282K	–	435
2020 Q4	$282K	Buy	+302	New	+$260K	0.04%	307

Other funds holding LPSN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Mount Yale Investment Advisors's LPSN Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of LivePerson (LPSN) in Q4 2021, closing a stake of 239 shares — an estimated $212K sold.

Mount Yale Investment Advisors first reported a position in LPSN in Q4 2020 and held it in 3 quarters. The position peaked at $282K in Q4 2020. 234 funds tracked by Wall St. Rank hold LPSN as of Q4 2021.

Mount Yale Investment Advisors reported no remaining LivePerson position as of Q4 2021 after selling out during the quarter.
Mount Yale Investment Advisors sold 239 LivePerson shares in Q4 2021, an estimated $212K.
Mount Yale Investment Advisors first reported a position in LivePerson in Q4 2020 and held it in 3 quarters.
Mount Yale Investment Advisors's LivePerson position peaked at $282K in Q4 2020.
234 funds tracked by Wall St. Rank held LivePerson as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.